Company Onboarding

Role: Company Admin
Portal: Actnation company portal
Prerequisites: You can sign in and your company has not yet completed onboarding.

Overview

Onboarding is a guided setup wizard. The steps shown depend on your company's configuration, but most companies follow one of two paths:

• Corporate Giving path: Company Details → Giving Mode → Employee Setup → Payment Setup → Review & Complete
• Extended path: Adds Campaign Topics, Contribution Model, Finance System, and employee invite options.

You can go back to any completed step before you finish.

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Step 1 — Company Details

1. On the Welcome screen, review the step list on the left, then click Continue.
2. Search for your company by name or CVR number and select the correct result.
3. Enter a Display Name — this is what employees and NGOs see. It can be your trading name rather than your full legal name.
4. Enter your HR contact email — used for onboarding communications and billing.
5. Click Save & Continue.

Company not found? Double-check your CVR number (must be exactly 8 digits) and try again with your full legal name.

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Step 2 — Giving Mode

1. Select the giving mode your company will use.
2. For Corporate Giving, set:
   • Annual Budget — your total company donation pool per year (in DKK).
   • Voting Periods Per Year — how many giving windows you run annually (e.g., 2 for biannual, 4 for quarterly).
   • Financial Year Reset Date — when the annual budget resets.
   • First Voting Period Start Date — when your first period begins.
   • Voting Period Length — how many days employees have to vote in each period.
   • Max Votes Per Employee — how many campaigns each employee can vote for per period (1, 2, or 3).
3. Click Save & Continue.

Not sure about budget amounts yet? Save provisional values — you can update them later in Settings before your first voting period starts.

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Step 3 — Employee Setup

Choose how your employees are added to Actnation:

Option A — Connect Zenegy (recommended for Zenegy payroll customers)

1. Select Payroll Connection.
2. If you manage the Zenegy account: click Connect and authorize Actnation.
3. If someone else manages payroll: click Request Connection, enter their email, and send the request. They receive an email to authorize the connection.

Option B — Upload a CSV file

1. Click Download Template to get the correct column format.
2. Fill in one row per employee: Full Name, Email, Department, Location, Start Date, Date of Birth.
3. Upload the completed file.
4. Review any row-level errors shown and correct the file if needed.

Option C — Microsoft Entra ID (Azure Active Directory)

1. Select Entra ID and follow the on-screen authorization steps.
2. Actnation connects to your Microsoft 365 directory and syncs employees automatically.

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Step 4 — Mastercard Payment Setup

This step enables automated bank transfers to NGOs after each voting period.

1. Enter your authorized signatory's details: full name, email address, phone number (with country code, e.g., +4512345678), and CVR number.
2. Click Submit.
3. Your signatory receives an email — they need to complete an authorization step before payment processing can start.

Want to do this later? Click Skip for now. You can return to this from Company → Settings at any time. Note that payments cannot be processed automatically until this setup is complete.

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Step 5 — Review & Complete

1. Review all sections on the summary screen.
2. Click on any section in the step list to go back and make corrections.
3. When everything looks right, click Complete Setup.
4. You are taken to your company dashboard — your company is now live on Actnation.

What happens next

Timeline	What Actnation does automatically
Within minutes	Your employees appear in the Employees section.
When a voting period starts	Employees automatically receive invitation emails with a unique voting link.
When a period closes	Donation allocations are calculated and payment files are queued.
5th of each month	NGOs receive a monthly donation summary email.

Troubleshooting onboarding

Problem	What to do
The Complete Setup button is greyed out	One or more required steps are incomplete. Check the step list for any unfinished items.
Your company was not found in the search	Verify your CVR number is exactly 8 digits and try searching by your legal registered name.
The wrong company was selected	Return to the Company Details step and re-select before finishing.
Data looks incorrect after completing	Open Company → Settings and update the relevant section directly.

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